Designs end-to-end experiences for investment products, including portfolios, order execution, asset allocation, performance, and risk tools for wealth advisors. Requires 8+ years experience in data-rich financial platforms, expert Figma proficiency, and design systems expertise.
Salary not listed
Hybrid8+ YOEProduct Design
About the role
Responsibilities
Drive end-to-end product design across discovery, definition, prototyping, validation, and final execution with high velocity and exceptional craft
Shape design direction for complex investment workflows — portfolios, order execution, asset allocation, performance, and risk — translating them into clear, actionable user experiences
Partner closely with Product and Engineering to define strategy, surface constraints, and drive high-impact investment product decisions
Design and validate solutions through rapid prototyping, experimentation, and structured user feedback loops
Create high-fidelity designs, interactive prototypes, and decision-driving artifacts that directly influence product direction
Transform dense financial and market data into clear, usable visualizations, dashboards, and decision-support tools
Contribute to and evolve a scalable design system that supports speed, consistency, and product complexity
Leverage AI, automation, and modern design tooling to accelerate exploration, iteration, and production readiness
Elevate design quality and thinking across the organization through critique, feedback, and informal mentorship
Act as a strategic thought partner to Product and Engineering — helping shape roadmap priorities within the investment domain
Clearly articulate design rationale grounded in user behavior, financial logic, and business outcomes
Requirements
8+ years of product design experience with deep expertise in complex, data-rich digital products
Proven track record designing investment, trading, wealth management, or financial analytics platforms — institutional or retail
Strong understanding of investment concepts including market data and pricing mechanics, order types and execution flows, portfolio construction and asset allocation, and performance, risk, and return analytics
Expert-level proficiency in Figma (components, auto layout, variants, prototyping) and experience evolving design systems at scale
Strong systems thinker who can operate across multi-step workflows and interconnected product surfaces
Comfortable operating in ambiguity and rapidly translating loosely defined problems into structured, testable solutions
High-agency collaborator who thrives in fast-paced startup environments and can independently drive work from concept to execution
Strong communication skills with the ability to tailor narratives across users, engineers, and executive stakeholders
Nice-to-Haves
Familiarity with AI-assisted design workflows, no-code tools, and design-to-code pipelines
Experience mentoring or informally leading other designers in high-growth environments
Experience working with real-time market data, trading infrastructure, or institutional investment systems
Background in designing for quantitative or analytical user personas — traders, portfolio managers, or RIAs
Skills
FigmaDesign SystemsPrototypingAi-Assisted DesignData VisualizationDashboardsInvestment WorkflowsWealth Management DesignFinancial AnalyticsUser Research
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